Justin Wiles (CRD# 6619079) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Colony Group, LLC | Boston, MA | Mar 2024 - Current | < 1 |
| Gw & Wade, LLC | Palo Alto, CA | Jan 2019 - Mar 2024 | 5 |
| Gw & Wade Asset Management Company, LLC | Wellesley, MA | Sep 2015 - Dec 2023 | 8 |
| Gw & Wade, LLC | Palo Alto, CA | Aug 2018 - Jan 2019 | < 1 |
| Gw & Wade, LLC | Palo Alto, CA | Apr 2018 - Aug 2018 | < 1 |
| Gw & Wade, LLC | Palo Alto, CA | Sep 2015 - Apr 2018 | 2 |
| Rina Accountancy | San Francisco, CA | Mar 2015 - Sep 2015 | < 1 |
| Celerity Consulting Group | San Francisco, CA | Oct 2014 - May 2015 | < 1 |
| Unemployed | San Francisco, CA | May 2014 - Oct 2014 | < 1 |
| University Of Illinois | Champaign, IL | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management21,473MILLIONS
-
Total Number of Accounts20,909ACCOUNTS
-
Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.